SCHEDULE: Disciplined Growth Investors Ups Stake in Alarm.com

Disciplined Growth Investors Inc. has reported an increased beneficial ownership of Alarm.com Holdings, Inc. common stock, now holding 7.3% of the class.

Summary

• Disciplined Growth Investors Inc. (DGI) has filed an amendment to its Schedule 13G, reporting its beneficial ownership of Alarm.com Holdings, Inc. common stock.
• As of June 30, 2026, DGI beneficially owns 3,585,614 shares of Alarm.com's common stock.
• This represents 7.3% of the total class of securities outstanding.
• DGI has sole voting power over 3,377,527 shares and sole dispositive power over 3,585,614 shares.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive filing, indicating a significant but stable ownership stake without immediate aggressive action.

Positives

• Disciplined Growth Investors Inc. maintains a significant ownership stake, indicating continued confidence in Alarm.com.
• The filing confirms a substantial holding of 7.3% of the outstanding common stock.

Negatives

• No specific negative financial or operational information is presented in this filing, as it is a disclosure of ownership.

Risks

• The filing does not explicitly mention any new risks. However, any significant ownership concentration can be a factor in market dynamics.
• Potential for future changes in ownership or strategy by large institutional holders like DGI could introduce uncertainty.

Future Outlook

This filing is a disclosure of ownership and does not contain forward-looking statements or guidance regarding Alarm.com's future performance.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."
• "After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct."

Industry Context

StockSavvy.ai notes that institutional ownership filings like this are common and reflect the ongoing investment landscape for technology companies. Alarm.com operates in the smart home and security sector, which has seen significant investor interest.

Stakeholder Impact

• Shareholders: The significant stake held by DGI may influence market perception and trading dynamics. It suggests a stable, long-term investor.
• Management: The continued presence of a large institutional shareholder like DGI can provide a degree of stability but also implies scrutiny of performance.

Next Steps

• Disciplined Growth Investors Inc. will continue to hold and potentially manage its investment in Alarm.com Holdings, Inc.
• Future amendments to this filing would be required if ownership levels change significantly.

Key Dates

Keywords

Alarm.com Holdings, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Disciplined Growth Investors